FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.4M
3
+$5.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.55M
5
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$3.79M

Top Sells

1
+$9.06M
2
+$5.06M
3
+$4.23M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$4.23M
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$3.46M

Sector Composition

1 Financials 2.18%
2 Energy 1.43%
3 Technology 0.85%
4 Utilities 0.47%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12K ﹤0.01%
47
177
$12K ﹤0.01%
1,940
+102
178
$11K ﹤0.01%
36
179
$11K ﹤0.01%
187
180
$11K ﹤0.01%
1,880
181
$11K ﹤0.01%
700
182
$10K ﹤0.01%
565
183
$10K ﹤0.01%
632
184
$10K ﹤0.01%
63
185
$10K ﹤0.01%
+600
186
$10K ﹤0.01%
112
187
$10K ﹤0.01%
191
188
$10K ﹤0.01%
197
189
$10K ﹤0.01%
166
190
$10K ﹤0.01%
51
191
$9K ﹤0.01%
30
192
$9K ﹤0.01%
720
+420
193
$9K ﹤0.01%
43
194
$9K ﹤0.01%
210
195
$9K ﹤0.01%
+700
196
$9K ﹤0.01%
425
197
$9K ﹤0.01%
1,732
198
$8K ﹤0.01%
31
+6
199
$8K ﹤0.01%
+35
200
$8K ﹤0.01%
161
6 7
8
9 10